Money Purchase · DOL Form 5500 · 2022
Goodwill Industries of Southeastern Wisconsin, Inc. Money Purchase Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 1,779
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $23,989
- Avg per participant Low balance/head
Official DOL plan name: Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan · Sponsored by Goodwill Industries of Southeastern Wisconsin, Inc. · Wisconsin · Healthcare & Social Assistance
$43M in assets, 1,779 participants
Goodwill Industries of Southeastern Wisconsin, Inc.'s Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan reported $43M in total assets and 1,779 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #17,795 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan covers 1,779 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $43M.
- #17,795
- in Healthcare & Social Assistance (20,060 peers)
- -15.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan's outsized position by total assets
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,675,715 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan lands in the large band (1,779 participants).
Published 5500 schedule card
Filing strip 390808491 · Goodwill Industries of Southeastern Wisconsin, Inc. PY 2022 · Money Purchase
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan · $43M · 1,779 · 87th
- EBSA $43M
- PART 1,779
- TYPE 87th
- NET Money Purchase
- BOOK near Resources for the Future, Inc. 401(a) Retirement Plan
- VS-ST ind #17795
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$8M |
| Employer EIN | 390808491 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Goodwill Industries of Southeastern Wisconsin, Inc.)
Sponsor-wide plan assets over time
All Goodwill Industries of Southeastern Wisconsin, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 32.10539015027799% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,258 | $65M |
| 2023 | 2 | 11,853 | $76M |
| 2024 | 2 | 12,723 | $85M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Goodwill Industries of Southeastern Wisconsin, Inc. Employee Money Accumulation Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is Resources for the Future, Inc. 401(a) Retirement Plan in DC ($43M); by covered participants it is Bozeman Health Retirement Plan in MT (1,766 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Resources for the Future, Inc. 401(a) Retirement Plan (DC) $43M · 61
- Nfl Players Association Money Purchase Pension Plan and Trust (DC) $43M · 77
- Boston Plasterers & Cement Masons Local 534 Deferred Income Plan (MA) $43M · 303
- Retirement Plan for Employees of Island Peer Review Organization, Inc. (NY) $43M · 316
Similar participant headcount
Nearest other-state filings by covered participants (1,779 participants); asset peers above are excluded.
- Bozeman Health Retirement Plan (MT) 1,766 · 13 off
- IBEW Local Union No. 915 Pension-Annuity Fund (TN) 1,794 · 15 off
- Flagler Hospital Money Accumulation Plan and Trust (FL) 1,730 · 49 off
- UPS/Ibt Local 2727 Defined Contribution Money Purchase Pension Plan (KY) 1,722 · 57 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.